Brian
Logan

Mml Investors Services, LLC

CRD#2512861
Investment Advisor
in Mechanicsburg, PA

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About this Advisor

Brian Logan is a financial advisor operating out of Mechanicsburg, Pennsylvania with 13 years of relevant experience. Logan is on the advisory team at Mml Investors Services, LLC. During their career, Logan has held roles at Massmutual Life Insurance Company, Mml Investors Services, LLC and Wienken Advisors. Logan holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Pennsylvania and Texas. Mml Investors Services, LLC is a firm based out of Springfield, MA. The company has offices in 1,155 locations and a total of 7,379 people on staff. It has $59 billion in assets under management between its 326,297 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 447 charities and foundations. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules usually depend on the services. However, fees billed by Mml Investors Services, LLC can consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

100 Sterling Parkway Suite 307
Mechanicsburg, PA 17050

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

PA Average: $16,012,751,954
Total Number of Employees

7,379

PA Average: 118
Total Number of Accounts

326,297

PA Average: 4,567
Average Account Size

$180,164

PA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Brian Logan Work History

Brian has been registered as a financial advisor for 13 years.*

2008 - Present (16 years)

Wienken Advisors

2003 - Present (21 years)

Massmutual Life Insurance Company

2003 - Present (21 years)

Mml Investors Services, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brian Logan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mml Investors Services, LLC

Jeremy Harness
Chesterfield, MO
Matthew Hiller
Minneapolis, MN
David Samuelsen
Springfield, MA
Christopher Thrower
Dallas, TX
John Whitehead
Lake Oswego, OR
Ricardo Reyes
Iselin, NJ
Robert Ahrendt
Seattle, WA
Brady Murray
Lehi, UT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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